Plans listing this provider
17
0.03% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › Hub Investment Advisors, Inc.
Hub Investment Advisors, Inc.
- Service provider, as named on Schedule C
- EIN 201113894
- Plan year 2024
- Direct compensation reported $281,069
Assets of those plans
$1,011,944,500
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$281,069
47% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 99 | Other fees | 11 |
| 27 | Investment advisory (plan) | 9 |
| 50 | Direct payment from the plan | 4 |
| 15 | Recordkeeping and information management | 2 |
| 16 | Consulting (general) | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 28 | Investment management | 2 |
| 49 | Other services | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Nebraska Furniture Mart, Inc. Profit Sharing Plan | Nebraska Furniture Mart | $400,161,216 | 5,893 | $34,500 |
| Physicians Mutual Defined Contribution Retirement Plan and Trust | Physicans Mutual Insurance Company Physicians Life Insurance | $268,507,553 | 1,540 | $16,250 |
| Great Plains Communications LLC and Adopting Affiliates 401(k) Plan | Great Plains Communications | $62,545,915 | 438 | $113,217 |
| Buildertrend Solutions, Inc. 401(k) Plan | Buildertrend Solutions | $51,881,192 | 931 | $0 |
| Doll Distributing LLC 401(k) Retirement Plan | Doll Distributing | $35,481,974 | 390 | $0 |
| Quality Living, Inc. 401(k) Retirement Plan | Quality Living | $31,692,694 | 558 | $0 |
| WPLG, 401(k) Plan | WPLG | $31,353,055 | 246 | $32,575 |
| Owen Industries, Inc. Profit Sharing & 401(k) Plan | Owen Industries | $24,739,471 | 469 | $24,983 |
| Millard Lumber Inc. Salary Savings Plan | Millard Lumber | $21,269,123 | 276 | $0 |
| Hillcrest Health 401(k) Plan | Hillcrest Health Systems | $20,449,582 | 374 | $0 |
| Monolith Materials, Inc. 401(k) Plan | Monolith Materials | $18,884,184 | 335 | $0 |
| The Lund Company 401(k) Savings Plan | Lund | $13,833,066 | 452 | $0 |
| Travelex Insurance Services Inc. 401(k) Plan | Travelex Insurance Services | $7,939,463 | 112 | $23,032 |
| Anova 401(k) Planrecordkeeper | Independent Technologies | $7,681,063 | 143 | $20,656 |
| Omaha Performing Arts 401(k) Plan | Omaha Performing Arts | $6,041,298 | 221 | $0 |
| Jenkins Living Center Inc. 401(k) Retirement Planrecordkeeper | Jenkins Living Center | $4,861,078 | 98 | $15,856 |
| Boys & Girls Clubs of the Midlands 401(k) Profit Sharing Plan | Boys & Girls Clubs of the Midlands | $4,622,573 | 149 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.